Mark Dossa
Mark Dossa is a CFP-designated registered investment advisor at Fortitude Wealth Management L.L.C., based in San Ramon, CA, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 68 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.70% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
2010 Crow Canyon Place, Suite 100, San Ramon, CA, 94583
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is a licensed insurance agent selling fixed insurance products. He spends minimal time on this business and may receive customary fees from insurance sales.
Employment History
Current Registrations
Fortitude Wealth Management L.L.C.
Previous Registrations
Daniel Wealth Advisors
Daniel Wealth Advisors
Daniel Wealth Advisors
Centara Capital Management Group, INC.
Financial West Investment Group, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.